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iShares S&P MidCap 400 Value Index shares owned by Future Financial Wealth Managment

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Future Financial Wealth Managment from 13F filings

Historical chart of Future Financial Wealth Managment investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $75k 581 129.72
2025-06-30 $72k 581 123.58
2025-03-31 $70k 581 119.73
2024-12-31 $73k 581 124.96
2024-09-30 $72k 581 123.62
2024-03-31 $69k 581 118.29
2022-03-31 $54k 494 109.31
2021-12-31 $55k 494 111.34

More positions owned by Future Financial Wealth Managment

Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard S&p 500 Etf Etf (VOO)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Capital Group Dividend Value Etf Etf (CGDV)
Ishares Russell Top 200 Growth Etf Etf (IWY)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Procter And Gamble Stock (PG)
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)
Jpmorgan Income Etf Etf (JPIE)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Fidelity Total Bond Etf Etf (FBND)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Technology Select Sector Spdr Fund Etf (XLK)

View all positions for Future Financial Wealth Managment

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index